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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,701 | $127,386-57.8% | $115,037-53.3% | $125,388-57.2% |
| Participation rate | 34.8% | 84.2%-49.4pp | 81.4%-46.6pp | 83.2%-48.4pp |
| Annual return | -1.30% | 31.28%-32.6pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $818 | $5,166-84.2% | $4,608-82.3% | $4,866-83.2% |
| Participant deferral / active EE | $2,875 | $6,423-55.2% | $6,026-52.3% | $5,352-46.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |